K
CRD: 142477
Koury Capital Management, LLC
Chapel Hill, NC
9199426452
$52.0M Total AUM
$52.0M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2006
- Office Locations
- 1
Office Locations
-- Chapel Hill NC
About Koury Capital Management, LLC
Koury Capital Management, LLC is a Chapel Hill-based RIA. The firm has been operating for 19 years. Managing $52.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$52.0M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
19.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Services
Zenith
Owner & Executives
C
CHARLES GORDON KOURY
Business Office Manager, Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 75% or more
(251) 743-1432
prime.eagle@alphacapital.com
in linkedin.com/in/vector-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,000,000 | $800,000 |
| Non-Discretionary | $0 | $1,075,000 |
| Total | $52,000,000 | $969,231 |
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Separately Managed Accounts
Total SMA Asset: $52,000,000
Equity - Exchange:
41.1% Cash:
34.5% Corporate - Investment Grade:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,897,919,593 | 41.1% |
| Cash | $1,593,144,184 | 34.5% |
| Corporate - Investment Grade | $1,126,745,451 | 24.4% |
| Total | $4,617,809,228 | 100.0% |